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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,550 | $102,422-81.9% | $147,117-87.4% | $80,959-77.1% |
| Participation rate | 27.4% | 75.9%-48.5pp | 82.2%-54.8pp | 67.7%-40.3pp |
| Annual return | 81.11% | 135.16%-54.0pp | 420.54%-339.4pp | 35.67%+45.4pp |
| Employer contribution / active EE | $1,059 | $3,717-71.5% | $4,932-78.5% | $2,757-61.6% |
| Participant deferral / active EE | $1,656 | $6,652-75.1% | $8,065-79.5% | $4,300-61.5% |
| Admin fee / account holder | $4,347 | $7,953-45.3% | $12,993-66.5% | $6,925-37.2% |